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Jonathan P

Series 63, Series 65

Plymouth, MN

Berthel, Fisher & Company Financial Services, Inc.

Jonathan Pyne is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Berthel Fisher since 2007 and its planning affiliate since 2016. Outside of his advisory work, he serves as a pastor performing occasional weddings and funerals. Berthel Fisher & Company Financial Services primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services through various platforms, including discretionary management and third-party arrangements. The firm manages approximately $906 million in client assets and provides tailored investment strategies through a network of independent representatives.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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Amanda C

Series 63, Series 65

Plymouth, MN

Berthel, Fisher & Company Financial Services, Inc.

Amanda Cooney is a financial advisor with Berthel, Fisher & Company Financial Services, Inc. She holds Series 63 and Series 65 designations and has 20 years of industry experience. Cooney has been with Berthel Fisher since 2007 and also works with BFC Planning, Inc. Outside of advising, she manages office operations and marketing for Evergreen Financial Group and works as a shopper for Shipt. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages approximately $906 million in client assets and offers a range of investment platforms and delivery models tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing Tax-loss harvesting
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